Tawnee Hosick-Evers

AIF

AIF

Senior Vice President/Investments; Branch Manager; Portfolio Manager - Solutions Program

8059031064

Tawnee began her investment career at Smith Barney in 1998, where she worked for ten years before moving to UBS Financial Services. When UBS made the decision to exit smaller markets in 2010, Tawnee joined Stifel with the opening of the first Stifel office on the Central Coast, where she has been a financial advisor and Branch Manager ever since.

With nearly 25 years in the investment industry, Tawnee is a seasoned professional who can assist you in making important financial decisions. Having attained and maintained the Accredited Investment Fiduciary^® designation, she has gained a fundamental understanding of the principles of fiduciary responsibility and processes for meeting a defined standard of care, and has passed Fi360’s AIF^® examination. She holds Series 7, 9 & 10, 63, and 65 securities, as well as life, health, and variable insurance licenses (including annuities). 

Tawnee is a past board member of the Assistance League of San Luis Obispo. She is also a certified Court Appointed Special Advocate for at-risk youth in San Luis Obispo and an annual student coach for Cal Poly’s Marketing Department's “pitch” competition. Outside the office, Tawnee enjoys spending time with her two children, Madalyn and Patrick Jr.

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Tina Martin

Client Service Associate

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Tina was born and raised in Southern California.  She attended the University of Colorado, Boulder and earned degrees in both American Studies and Interior Design.  Following school she worked for 15 years as a Design/Sales Consultant for a luxury ceramic tile and stone showroom in Denver, Colorado.  Returning to California in 2011, she became a successful entrepreneur, operating her own restaurant in Templeton, California for nine years.  She enjoys the challenge of developing new skills and joined the Stifel team in 2020.

Marcus A Lane JR

Client Service Associate

8059031068

Marcus joined Stifel in 2023.  Originally from Chicago, he earned a B.A. in Creative Advertising from Michigan State University.  Following school, he moved to San Luis Obispo, where he resides today.  As he continues working in the financial industry, he enjoys expanding his knowledge and providing top-tier service to clients.

Outside the office, Marcus is a member of the Pale Kai Outrigger Club, where he enjoys paddling with club members at Avila beach and participating in competitive races across Southern California.  He also enjoys watching sports, hiking, camping, traveling, and enjoying time with friends.